How Do My Clients Register Their Caseway Account?
What Can I Share With Clients Through the Caseway Client Portal?
Zola Suite’s secure client portal, Caseway, allows: The firm to share documents with clients Clients to share documents with the firm The firm to send invoices with clients Clients to pay their invoices with a credit card. *This requires a connection ...
Can I Share Multiple Documents at Once?
Are you looking to securely send more than one Document or Invoice to your clients through Zola Suite? You can now share multiple Documents and Invoices at the same time! To do this: Check off all of the Documents or Invoices you wish to share. Click ...
How Do I Resend the Caseway Invitation and Security Code to a Client?
The first time you share a Document or Invoice with a client, they will be sent an invitation to register for zolacaseway.com, along with a security code via text message. Should the client not have the email or text message for any reason, you can ...
How Can I Share Documents with My Clients Through Zola Suite?
Here are 2 ways that you can share a document within Zola Suite: "Email as Attachment" or "Share via Caseway" Email as Attachment Go to the document section Click on the 3 dots on the far right side of the document you'd like to share Select Email as ...
How Do I Register For Zola Caseway?
If your law firm needs to send you invoices or documents, they can do so through Zola Suite's secure client portal, Caseway. Here's how you can get started with Caseway. Before you can log in, you will need to be invited by the firm by way of them ...
Experiencing degraded performance in Zola Suite?